Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

Models are having a moment … and not the runway kind. More advisors are turning to third-party model portfolios in order to save time and go after wealthier clients. More than 80% of fee-based ...

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Third-party model portfolio assets reached $934 billion as of March 31, 2026, a 45% increase over the trailing year and more than triple the amount recorded in Morningstar’s first survey in June 2021.

Advisors intent on increasing their appeal to wealthy clients might consider entrusting portfolio construction to outside partners. Processing Content So suggest the findings of the research firm ...

CAIS has launched a new Models Marketplace that aims to make it easier for financial advisors to incorporate alternative investments into client portfolios using model-based strategies. The platform, ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

Direct indexing with private accounts has become an increasingly popular alternative to mutual funds and exchange traded funds for tax-sensitive investors seeking to harvest every possible tax loss in ...

Rising short- and long-term interest rates create opportunities and challenges for investors. Here is how investment advisors are adjusting.

Vanguard announced the launch of Expert Insights, an artificial intelligence-powered portfolio analysis tool designed to help financial advisors deliver more personalized and scalable investment ...